Kenneth Edwards
Kenneth Edwards is a CFP-designated registered investment advisor at Focus Financial, based in Bloomington, MN, with 23 years of industry experience. Kenneth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Retirement Planning, Tax Planning. Their firm serves 14,027 clients with $6.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Focus Financial Network offers personalized investment management services where advisors manage your investments based on your individual needs. Fees are typically charged quarterly, in advance, based on the value of your portfolio. The fee percentage is determined by your advisor and depends on factors like the type of service, account size, and complexity. FFN offers flat, linear, and tiered fee schedules. With a flat fee, your entire portfolio is billed at one percentage rate. With a linear fee schedule, the fee percentage decreases at intervals as your account value grows, and the resulting fee percentage is applied to the entire balance. With a tiered fee schedule, the asset values fall within separate tiers, and the corresponding decreasing percentage is applied to each tier.
Location
8120 Penn Avenue S, Suite 157, Bloomington, MN, 55431
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kenneth owns Kenneth J Edwards, LTD, operating as Edwards & Osmonson, LLC, and dedicates nearly full-time hours to it. He also provides investment advice and manages portfolios for Focus Financial Network, Inc, spending about 10-20% of his time on this, and sells fixed insurance products through them, dedicating minimal time.
Employment History
Current Registrations
Focus Financial
Osaic Wealth, INC.Broker
State Registrations11 states
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